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Retirement tax questions

Retirement Plans: Taxing Distributions!

Is it time to retire? You’ve worked your whole life - setting aside some of your hard-earned dollars to ensure a comfortable retirement. Now it’s time to reap the benefits of your savings! Know your options and gather the knowledge to reduce taxes, e... read more

Retirement Plans: Tax Savings Galore!

The best place to begin your retirement tax savings is with expert knowledge! You’ll find that in the The Golden Years Guide to Tax-Free Retirement, which is filled with great tips from financial experts in-the-know. Most people are familiar with a 4... read more

mother has no social security number but but i will be filing for a itn with form w7

itn w7

I contributed to a Roth IRA in CY2024 but had no income then withdraw it and earnings in CY2025

I contributed $3000 to a Roth IRA in CY2024. It gained about $800 that year. I had no earned or other income. I did not file Fed income taxes in CY2025 since I had no income. Then in July 2025, I withdrew the $3,000 plus $800 as an excess contributio... read more

If the IRS states that a 1099-R was not reported, but the amount is listed in the tax return, how do you reconcile it with the IRS?

The IRS sent a letter stating that "retirement income taxable" from the form 1099-R was missing from our 2023 tax return; however, we reported the amount shown in the 1099-R and also selected in turbo tax that the entire balance in the traditional IR... read more

IRS 8608

Hi,I set up a traditional IRA in 2024 and put in nondeductible contribution. But I forget to file IRS 8608 with my 2024 return. How can I amend the siution? What form do I need to file? Appreciate your help!

How do tax work ih 401k after leaving country ? Left in January still going through immigration so I believe still a us reisdent ? Does standard deduction still apply

I fleed the country and wondering how taxes will work left in January still going through immigration so I believe I'm still considered a us resident unlikely to have any income in new country this year and wondering how I would do next tax return ? ... read more

Turbotax insists there is a 1099-T but nobody in my family attended school. I can't view or delete the form. How do I proceed?

Medicare form SSA-44 help

I took financial advice from a banker to convert a traditional (not Roth) IRA from non-deductive (IRS form 8606) principle and convert the nondeductible portion into a Roth IRA after being told he had done it many times and that the conversion would ... read more

Do I have to pay state tax in Pennsylvania if I withdraw from my work 401k and I'm over 59 1/2?

what is a 1099?

what does 1099 R mean?

Where to enter"Retirement Benefit benefit (contribution) made by Foreign employer

Living abroad and qualify for the foreign income exclusion. Do not qualify for an IRA or 401k - which foreign employer does not provide. Foreign employer does provide a "Retirement Benefit payment" . which goes into a taxable account Where is this Re... read more

Where on my tax form 1040 SR, should I see the amount of my Voluntary Federal Income tax withheld from my Social Security benefits?

I see in section 25b of 1040SR- my taxes that were withheld from my TDAs., but not from my SS benefits. I checked on the Turbo Tax form and the correct amount was typed in. Am i missing something?

Regarding NZ Kiwisaver account

Hi, My spouse is a NZ citizen and moved to USA in Feb 2024 on a GC. There are no plans to move back to NZ. Given that, can she move her kiwisaver account (401k equivalent) to USA and add it to her current 401K balance in the US? Are there are any tax... read more